Setup Checklist

The four setup steps in the Order Calls portal - verify your business, get a number, connect your store, and set up your first call rule - with what each step needs and where it happens.

3 min read

The Get started screen at orders.edesy.in lists four steps. Getting a number unlocks once your business is verified, and the call rule unlocks once you have both a store and a number. You can connect your store at any time. When all four are done, matching orders start getting calls.

The four steps#

Step What you do Where
1. Verify your business Submit KYC (PAN, Aadhaar, and business documents for a company) Edesy app, Verification
2. Get a number to call from Buy a number; this is the caller ID customers see Edesy app, Numbers
3. Connect your store Add a store, copy the webhook URL and signing secret into it Order Calls, Stores
4. Set up your first call rule Choose which orders to call, when, what to say and how many retries Order Calls, Call rules

Wallet, verification and buying a number live in the main Edesy app, so they are shared with every other Edesy product. The Order Calls sidebar links straight to them.

Step 1: Verify your business#

Indian telecom rules require business verification before outbound calls. Supported business types are individual, sole proprietor, partnership, private limited, public limited and LLP. Review usually takes about a day.

Step 2: Get a number#

Buy a number in the Edesy app. Each call rule can pick a specific number; if you leave it blank, the rule uses your first number. Settings in Order Calls lists the numbers you can call from.

Step 3: Connect your store#

  1. Open Stores and add a store.
  2. Give it a name and, optionally, a store name (spoken in the call) and an action URL where we send the result.
  3. Leave the webhook signing secret blank to have one generated. It is shown once; copy it.
  4. Copy the webhook URL into your store or middleware and send a test order.

Details: Webhook and Signing Secret and Store Events.

Step 4: Set up your first call rule#

Open Call rules and create one. You choose:

  • the store that triggers it (the event is "Order created")
  • conditions: by default, payment method is cod and the COD order is not already confirmed
  • the call script language, Hindi or English, and its wording (Scripts)
  • the caller ID number
  • timing and retries
  • outcome actions and labels

Saving the rule creates and publishes the call for you. The next matching order gets a call.

Before going live#

  • Top up your wallet. If the balance is too low, calls wait and are tried again every 15 minutes.
  • Send one real test order to your own phone and watch it on the Orders screen.
  • Check the store's Events tab if an order does not appear; it shows every webhook we received and why it was processed or ignored.

FAQ#

Can I connect more than one store?#

Yes. Add each store separately; each gets its own webhook URL and secret, and each call rule picks one store.

Can I pause calls without deleting anything?#

Yes. Pause the store (webhooks are still acknowledged with 200 but ignored), or turn a call rule off.

Why is a step greyed out?#

"Get a number to call from" unlocks after your business is verified. "Set up your first call rule" unlocks once you have a connected store and a number.

Where do I find my API key?#

API keys are in the Edesy app settings. The Order Calls portal itself does not need one; your store authenticates with the webhook signing secret.

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