Book a Delivery from WhatsApp with Onfleet

This recipe lets customers book a delivery or pickup in the chat, and creates the task in Onfleet as they do. Part of connecting Onfleet to WhatsApp and AI chat.

What happens today

Customers message on WhatsApp to order a delivery or arrange a pickup. Someone on your team collects the address and time over several messages, types the task into Onfleet and copies the tracking link back. When the shop is busy, requests wait, and drivers arrive without the gate code the customer mentioned in the chat.

The flow that works

AeroChat collects the address, the recipient’s contact and the time window.
It gives the delivery fee from your price list.
It confirms the details with the customer.
It creates the task in Onfleet with the instructions in the notes.
It sends the tracking link in the same chat.

The recipe

Copy this into AeroChat

When a customer on WhatsApp asks for a delivery or a pickup, follow these steps.

Ask whether it is a delivery to them or a pickup from them.

Ask for the full address, the recipient’s name and phone number, and any gate code or drop-off instructions.

Ask which time window suits them. Offer only our delivery hours, 10am to 8pm (example), and only windows at least two hours from now (example).

Tell them the delivery fee from our price list and confirm the details back to them.

When they confirm, create the task in Onfleet with the destination, the recipient, the time window as the earliest and latest completion times, and the items and instructions in the notes. Mark it as a pickup task if it is a pickup.

Send them the tracking link and the task’s short ID.

Do not create the task until the customer has confirmed. If the address is outside our delivery area, tell them and hand the conversation to our team. Reply in the customer’s language.

Change the delivery hours, lead time and fee list to match your business before you paste it.

What to connect

Onfleet. An admin opens Settings, then API & Webhooks, and creates an API key, limited to the tasks it creates if you prefer. Paste it in when AeroChat asks.
Your knowledge base. Upload your delivery areas, hours and fee list to AeroChat so it can answer and quote before it books.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Onfleet, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Onfleet’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which time windows AeroChat offers.
How it quotes the delivery fee.
Who assigns the driver.

The result to expect

Every delivery request from chat lands in Onfleet as a complete task, with the time window and instructions filled in, and the customer has the tracking link straight away. Your team stops retyping chats into the dashboard.

Measure it with your own numbers: tasks created from chat, and driver calls to customers, for a month before and after.

Next: answer where-is-my-parcel questions.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Onfleet connection behind it. See what each channel does on the Onfleet integration page.

Book your first Onfleet delivery from chat

Paste the recipe, connect Onfleet, and book a test delivery to your own address.

Start your 7-day free trial. No credit card needed.

On Shopify? Install AeroChat from the Shopify App Store.