# FAQ ### Capabilities & functionality **Q: What does Customer Order Manager do for me?** A: It streamlines customer communications, automatically updates sales orders, manages delivery requests, and sends confirmations — reducing manual effort so you can focus on customer satisfaction. **Q: How quickly does Customer Order Manager respond to customer requests?** A: In near real-time. As soon as a customer email or portal message arrives, Customer Order Manager scans it, extracts key details, and updates your ERP or CRM system, often before your team sees the message. **Q: How does Customer Order Manager know what to update?** A: It parses customer communications (emails, attachments, or forms) to capture order details and cross-checks them against your existing sales orders for accuracy. **Q: What if a customer changes multiple details at once?** A: Customer Order Manager can process combined updates — for example, a shipping address change and an updated quantity — applying them accurately and keeping a full record of the original request. **Q: Does Customer Order Manager support global customers?** A: Yes. It supports multilingual parsing, international shipping details, multiple currencies, and region-specific tax rules to ensure orders are processed correctly. ### Control & collaboration **Q: Will customers realize they're interacting with a digital worker?** A: No. Customer Order Manager uses professional business communication templates, so responses appear to come from your customer service or sales team. **Q: Can I override Customer Order Manager's decisions?** A: Yes. You can define thresholds for automation and set rules requiring human review — for example, high-value order changes, unusual requests, or special discounts. **Q: What happens if a customer doesn't confirm their order?** A: Customer Order Manager automatically follows up with reminder messages. If the customer remains unresponsive, it escalates the case to a team member. **Q: How will this affect my role?** A: Instead of manually updating orders and chasing confirmations, you'll spend more time resolving complex issues, improving customer experience, and growing customer relationships. ### Integration & technology **Q: How does Customer Order Manager connect to ERP or CRM systems?** A: It uses standard APIs to validate and update orders, ensuring customer requests flow directly into your core systems. **Q: Which APIs does Customer Order Manager rely on?** A: Core APIs handle sales order creation, updates, confirmations, and document retrieval to maintain accurate and reliable records. **Q: Can Customer Order Manager integrate with tools beyond ERP?** A: Yes. It can connect with Outlook, Gmail, Teams, and other communication platforms to centralize customer interactions across channels. ### Security & reliability **Q: How are customer interactions tracked?** A: Every message sent, order updated, and confirmation logged is written back to your ERP or CRM history. Entries are stamped with the digital worker's ID for full transparency. **Q: How is customer data protected?** A: Sensitive customer and order data stays within your ERP, CRM, and email environments. Customer Order Manager uses secure APIs and logs all transactions for compliance. **Q: What happens if ERP or CRM systems are unavailable?** A: Customer Order Manager queues updates and retries once systems are restored. Urgent customer communications are still drafted and logged, then reconciled when connectivity returns. ### Customization & performance **Q: Can Customer Order Manager adapt to our unique customer workflows?** A: Yes. It supports configuration of custom rules, triggers, and approval steps tailored to your ERP or CRM setup and customer engagement practices. **Q: How is performance measured?** A: Typical KPIs include order response time, percentage of automated customer requests processed, reduction in manual errors, and time saved per week. These are tracked via dashboards. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://kb.theloops.io/digitalworkers/ifs-loops-digital-workers/digital-worker-guides/customer-order-manager/faq.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.