# Delivery management

#### **Delivery Call Transfers**

{% stepper %}
{% step %}
To activate Delivery transfers, first, you will need to locate your bot in the [Products page](https://docs.bookline.io/client-portal/products/creating-an-ai-agent-for-restaurants) in the client portal and click edit.

<figure><img src="https://646230057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MX1b1L2EgbES3Xlnuox%2Fuploads%2F1Y0nMOJoUFFB3zOiJtDF%2FScreenshot%202026-01-05%20at%2014.41.58.png?alt=media&#x26;token=2f547193-d2fc-4e9d-b71b-c30c327909a7" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Scroll down down to the bottom of the page to the section labeled **Special transfer** and click 'Add more'.

<figure><img src="https://646230057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MX1b1L2EgbES3Xlnuox%2Fuploads%2FfT4uLeXbXPqkqKcTtdqA%2FScreenshot%202026-01-05%20at%2014.35.48.png?alt=media&#x26;token=6d1ac59b-6a27-49b4-8fb1-58a1e9227713" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
From the dropdown menu, select **Delivery** and enter the phone number where you’d like the bot to transfer the call.

<figure><img src="https://646230057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MX1b1L2EgbES3Xlnuox%2Fuploads%2Fg3xPmgn3tvrn4D1PattR%2FScreenshot%202026-01-05%20at%2014.46.33.png?alt=media&#x26;token=68bfcc63-4438-483c-8b99-2ee976214257" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

#### **WhatsApp Delivery Conversation**

{% stepper %}
{% step %}
Before customers can place delivery orders via WhatsApp, you’ll need to [create a WhatsApp bot](https://docs.bookline.io/client-portal/channels/adding-a-new-channel/adding-a-new-whatsapp-number) for your venue.&#x20;
{% endstep %}

{% step %}
Additionally, your WhatsApp bot needs to be added to your venue in the client portal. If you have not done so, please refer to ['Assigning a bot to your venue'.](https://docs.bookline.io/client-portal/venues/assigning-a-bot-to-your-venue)
{% endstep %}

{% step %}
From here, your bot is ready to engage with customers about delivery inquiries. Below is an example of a typical conversation between a customer and our WhatsApp bot.

<figure><img src="https://646230057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MX1b1L2EgbES3Xlnuox%2Fuploads%2FSNcJgL07UlD4765eKKor%2FGroup%20510%20(6).png?alt=media&#x26;token=596a918a-cf44-4586-b621-314488b33905" alt="" width="375"><figcaption></figcaption></figure>

{% endstep %}

{% step %}
After the customer agrees to receive a delivery link via WhatsApp, they’ll see a message like the one below in their inbox.

<figure><img src="https://646230057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MX1b1L2EgbES3Xlnuox%2Fuploads%2FlBqMyw6yhC9HVSfWQLov%2FImage%20(5).png?alt=media&#x26;token=66664ee2-e684-4a79-aac2-fba8db0470d9" alt="" width="281"><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}