| Role | View | Create draft | Paste & parse | Confirm / advance | Pack |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Allowed | Allowed | Not allowed | Not allowed |
Overview
An order comes in as a Telegram message or an email. Instead of your staff retyping it into the system, Neev's AI reads it, matches the items to your catalogue, finds the buyer, and drops a ready-to-check draft card into the intake tray. You scan the card, fix anything the AI got wrong, and confirm. The tray is your single review desk — every parsed order waits here until a human says yes.
Where to find it
Open Intake in the left sidebar — it loads /intake. The page is a two-pane review desk: the queue of cards on the left, the selected card's detail on the right. It refreshes itself every 45 seconds, so new orders appear without a reload.
All four roles tagged on this article — Owner, Manager, Operator and Sales — can open the tray and read every card. Who can actually confirm or edit a card is covered in Role notes below.
Key concepts
- Draft card — one parsed message shown as a card: the raw text, the parsed line items, and the pre-flight checks. It is a draft order, not a real order, until you confirm it.
- Confidence score — how sure the AI is about a card, shown as a percentage. Neev treats 0.85 and up as high confidence and below 0.70 as low. The Low confidence tab filters the queue down to the cards below 0.70 so you can check the shaky ones first.
- Pre-flight checks — three rows on every card — Stock, Credit and Price — each reading
OK,pending, orblocked. They tell you at a glance whether the order is safe to confirm or whether something needs fixing first. - Intent — the AI tags each message as
order,modify,trackand so on. Onlyorderandmodifymessages become tray cards with line items. Atrackmessage from a known buyer gets an automatic status reply and never reaches the tray. - Manual review — when the AI can't read a message (an unsupported file type, or the daily AI cost cap was hit), the card lands tagged
manual reviewso a person keys it in by hand.
This AI tray fills from Telegram and email messages. WhatsApp orders flow through the separate WhatsApp conversations screen, not this tray — see the WhatsApp article in Related.
Common workflows
If a regular buyer sends a follow-up like "add 2 more dahi" right after ordering, the AI tags it modify and links it to their recent order. Open that card and Apply the change onto the existing order instead of starting fresh.
Role notes
All four roles can open the tray and read cards (intake.read). The split is on acting on a card. Owner and Manager hold the full set of tray mutations — confirm, edit, resolve SKUs, reject, ask the buyer to clarify, apply a modification, and open a credit-override request. Operator and Sales are read-only here: they can watch the queue and inspect any card, but cannot confirm, edit, resolve, or reject.
| Role | View tray | Resolve SKU / edit | Confirm into order | Reject card |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Not allowed | Not allowed | Not allowed |
A SALES rep takes orders through the order-create screen and quotations, not by confirming tray cards. An OPERATOR keys phone orders in as drafts the same way. Confirming a parsed card into a live order stays with OWNER and MANAGER.
Tips & time-savers
When you resolve an unmatched line, tick store alias. Neev remembers that this buyer's wording maps to that product, so "dahi 1kg" auto-matches to the exact SKU on their next order — you stop re-resolving the same phrase every time.
The Low confidence tab is the fast lane on a busy morning: it pulls up only the cards the AI is unsure about (below 0.70), so you can wave the high-confidence ones through and spend your attention where it's actually needed. The tray also refreshes on its own every 45 seconds — leave it open on a second monitor and orders just appear.
Gotchas
A card cannot be confirmed until it is linked to an active buyer and has at least one resolved line item. A draft still showing "SKU unresolved" on every line, or one tied to a buyer who hasn't been activated yet, will be blocked at confirm — resolve the SKUs and the buyer first.
If the buyer's order pushes them past their available credit, the Credit pre-flight reads Hold and confirm is blocked. You can't override it yourself from the tray — open a credit-override request, and an OWNER or MANAGER has to approve it before the order can go through.