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Use case

Checkout and in-chat payment

Retail / eCommerceWhatsAppWebInstagramFacebookApps

Set up an AI Agent that builds the order from the Jelou Shop catalog, charges with the gateway the business already has connected, and confirms the purchase only when the gateway returns the payment status.

Illustration: a person completes a purchase from their phone in a store, with the bag, the payment method, and the confirmation inside the same conversation

How it's built

  1. The person builds their order

    They write what they want to buy. The agent searches the Jelou Shop catalog, describes the product, and adds it to the cart — it never invents price or availability.

    Ver en Docs

  2. The agent closes the order

    Before touching the charge, it shows the cart total and waits for an explicit confirmation. Once confirmed, it closes the cart and hands the exact amount to the next step.

  3. The Payments node opens the connected gateway's checkout

    Depending on the provider and the WhatsApp Business account, the checkout opens in a WebView, in WhatsApp's native interface, or continues through external confirmation.

    Ver en Docs

  4. The provider processes the payment and returns the status

    Approved, declined, or pending. The flow never moves forward as if it were approved without that explicit status.

    Ver en Docs

  5. The conversation continues based on the result

    Confirms the purchase and the next step if approved, offers a retry or an alternative method if declined, or sets up a follow-up if it's pending.

Example prompt

“Help the person build their order: confirm product, variant, and quantity before adding it to the cart. Don't invent price or availability — everything comes from the catalog. Once the order is complete, summarize the total and ask for an explicit confirmation before closing the cart and handing control to the Payments node with the exact amount. When the Payments node returns the status, communicate the result (approved, declined, or pending) and decide the next step without assuming an approval the status doesn't confirm.”

What you need

An AI Agent with the Jelou Shop catalog

Searches products, shows the detail, and builds the cart within the same conversation, against the catalog the business already has — synced from Shopify, WooCommerce, or VTEX, loaded by API, or imported from Excel. The agent doesn't invent availability or price; the data always comes from Shop.

See setup in Docs

Closing the order

Once the person confirms, the agent closes the cart and hands the total to the payment flow. From there, the Payments node builds the charge request and exposes the status — it doesn't authorize or settle funds; that's the provider's job.

See setup in Docs

The business's gateway (BYOK)

Whichever one the business already has connected, with its own credentials from the Marketplace — Wompi, Conekta, or Mercado Pago, for example. Availability varies by country, and each provider decides what experience it offers: WebView, native in chat, or external confirmation.

See setup in Docs

The status rules

What the flow answers if the payment comes back approved, declined, or pending, and when to retry, offer another method, or follow up instead of assuming approval.

A verified WhatsApp Business account

A condition for the WebView or the native experience to open inside the chat. Without verification, the checkout can jump to an external browser.

See setup in Docs

What to watch for

  • If the store is Shopify or WooCommerce, there are two ways to close the sale: pay in chat with Jelou Payments (the one this recipe covers), or close out in the checkout the business already has, with its own payment methods and shipping rules. That second route has its own templates ("Shopify store with native checkout", "WooCommerce store with native checkout", linked below) — no need to rebuild it here.
  • An unverified WhatsApp Business account can take the person out of the chat: the WebView opens in an external browser, and the native experience may not be available.
  • The flow shouldn't move forward as if the payment were approved while the status is pending — common with cash, transfers, and wallets.
  • Test mode doesn't process real payments or release funds, and it's capped at 10 tests per configuration — don't mistake it for production.

Tips

  • Validate the full flow in test mode (Try with Jelou) before connecting the business's real account; the workflow doesn't need to be rebuilt once the real credentials arrive.
  • Return the order number and the payment status in the same message so the person can check what they bought.
  • Start with the gateway the business already uses if it's supported — there's no reason to switch providers just to charge over chat.
Go to the platformSee the guide in Docs

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