Tresha AI Assistant · updated 2026-08-23

How to create a complete order with Tresha, by text or voice

Tell Tresha to create an order and she collects everything a real order needs, customer, size, price, dates, address, driver notes and payment, then shows a confirmation card. Nothing is created until you tap Confirm. Built for someone talking while driving.

1. 1

   Start the flow

   Tap the Create an order shortcut above the chat, or just say it: create an order for John, nova ordem para o John, crear una orden. You can give everything in one sentence (Tresha understands a full request) or answer step by step.

2. 2

   Pick the customer fast

   Say any fragment of the name. Tresha answers with up to 5 NUMBERED matches so you can reply with just a number, even driving. One match, she confirms and moves on. No match, she offers to quick-create the customer with name and phone, and the delivery address becomes their address on file.

3. 3

   Size, price and dates with smart defaults

   Sizes come numbered from your Inventory with their default prices. The size's price and included weight prefill; Tresha asks use the default or another value, then tax (a dollar amount) and fuel surcharge in one block, then delivery date, pickup date and invoice due date in another. Typical order: four or five quick answers total.

4. 4

   Address, driver notes and payment

   If the customer has an address on file, Tresha offers it first: deliver to the usual 123 Main St? Driver notes are optional (gate code, placement side). For payment she offers a payment link ONLY when your Stripe is connected, plus invoice to pay later or no charge now. Card numbers are never accepted in chat; if someone dictates one, Tresha refuses and the digits are masked before anything is stored.

5. 5

   The confirmation card

   Tresha shows the complete summary: customer, size, price breakdown, total, dates, address, notes and payment. The order is created ONLY when you tap Create order on that card. It lands like any order created on the New Order screen: on the dispatch board with a delivery task, with its invoice ready, visible in Order History, and it flows to your QuickBooks if connected.

6. 6

   Safety, in plain words

   Everything runs under YOUR login and permissions, never a bot account. The card expires in 10 minutes, double-taps cannot create twice, prices above $50,000 or dates that make no sense are rejected server-side, and every creation is audit-logged. If anything fails, nothing partial is saved.