Oráculo IA · Customers
WooCommerce customer management starts by checking identity before using a record in an order. Search by name, company, email or phone. Prepare a new record with the required information and review the match before using it in an order.
Store connection and permissions required
Oráculo IAExampleCustomers
Original record lookup
Review information →Tell Oráculo IA
A trading name, email or document can be the starting point. Ask Oráculo IA to find the buyer, check whether they exist and help prepare a new record when needed. Continue to the product and order without turning the sale into disconnected forms.
“Find Juegos y Maquinaria; it may be registered under another legal name.”
“Now I want to create another customer. What details do you need?”
“Read this document and help identify the buyer’s details.”
“We confirmed the customer. Let’s prepare their order.”
Move from searching for a product to preparing a new customer. Explain the change in your own words and check that the assistant follows the correct intent. You do not need to memorize commands to communicate the task.
Provide a name or legal company name, email and country; add phone and tax details when relevant and enabled. If you provide a file, review the extracted information. The team decides which details to use and whom to associate with the purchase.
Once the buyer is identified, ask to find a product, explain its advantages and prepare an order. History filters, tax editing and extended CRM depend on the plan and enabled scope; check them before adding them to your process.
Oráculo IA · You in command
A verified identity before attaching products, addresses or orders.
Oráculo IAIllustrative example“Find the company by name. If it does not exist, prepare a new record with its details.”
| Company | Cliente ejemplo |
|---|---|
| ventas@example.com | |
| Country | MX |
Search by name, company, email or phone according to enabled fields. A trading name may differ from the legal company name. Resolve duplicate names and check the email before linking an order or sharing purchase information.
To prepare a new record, provide a name or legal company name, email and country. Add phone, tax ID and address when appropriate. You can provide a compatible document; review extraction before using it. Oráculo IA should ask for missing details rather than invent them.
Once the customer is identified, continue to products, quantities and order review. Tax editing, addresses and history filters depend on the enabled module and package. New records check the email to reduce duplicates.
The product, customer and order belong to the same sale. Continue to the next skill with identified records and review each change against the original. Illustrative scene.
One skill connects to the next. Continue your operational workflow.
Explore the next step →Work with context: identify the right record, query available information and review the scope before requesting a change. These features explain what to expect in this section.
A trading name may differ from a legal company name. Resolve matches before selecting the buyer.
Provide a name or legal company name, email and country. Include phone and RFC tax ID when available.
New records check the email. Review details and approve only when they belong to the right customer.
Oráculo IA / CustomersDiagramA trading name may differ from a legal company name. Resolve matches before selecting the buyer.
Provide a name or legal company name, email and country. Include phone and RFC tax ID when available.
New records check the email. Review details and approve only when they belong to the right customer.
A useful conversation
“Find Juegos y Maquinaria and check the email.”
“I want to create a customer; I’ll share their information.”
These are example requests. Results depend on store data, permissions and enabled features. When information is missing, Oráculo IA should ask.
Specify the customer, product or order and resolve matches before proceeding.
Check values and missing information. Available write operations require review and approval.
Distinguish between a lookup, proposal and saved operation. Check the original before repeating an action.
Full editing of existing customers and tax-ID searches depend on enabled fields and functions. Oráculo IA does not invent tax IDs, addresses or missing information and does not administer WordPress roles.
See permissions and approvals →The connected store keeps its original records. Lookups do not create another commercial catalog, and saved operations must be reflected in the original.
A trading name may differ from a legal company name. A search should resolve matches and check email addresses to avoid linking a sale to the wrong person or company. The assistant should ask for missing information.
New records need the details required by the enabled workflow; tax IDs and addresses must not be invented. Full CRM editing depends on available fields and permissions as well as the package’s commercial scope.
Before you start
No. It works with the original products, customers and orders in the connected store. Saved changes use WooCommerce functions and hooks.
Yes. Describe what you need and continue the conversation. If information is missing or matches are ambiguous, the assistant should resolve that with you before preparing a change.
Lookups do not change records. Write operations present a review and require the corresponding approval. Always check the store, line items and proposed values.
The store links its own connection using a QR code. Operations are restricted to authorized numbers. Private conversations do not require a mention; groups do.
The chat can analyze compatible formats within its size and reading limits. Background bulk import is a separate development: importing millions of products is not currently offered as an available capability.
On orders when your store connector and document plugin expose them. Oráculo IA shows available original documents; it does not invent invoices or turn a commercial PDF into a tax invoice.
Oráculo IA · NegocioLibre
Tell us how your team works and let’s review which operations you can bring to Oráculo IA.