> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Tidy

> Connect DialNexa calls to Tidy for order, product, customer profile, booking, return, shipment, cart, or reservation workflows.

TIDY helps to maintain a clean house. A rental. Your employee's workspace. Your home. All automated through TIDY.

<Note>
  Use Tidy with DialNexa when a shopper or guest asks about a transaction, product, delivery, booking, availability, return, or purchase decision.
</Note>

## Where Tidy fits in a DialNexa workflow

Tidy should receive DialNexa output when the conversation affects a order, product, customer profile, booking, return, shipment, cart, or reservation. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

<CardGroup cols={2}>
  <Card title="Recover buying intent" icon="check-circle">
    Route callers asking about price, availability, fit, stock, delivery time, or package options.
  </Card>

  <Card title="Inform operations" icon="check-circle">
    Send urgency, location, item details, and promised next step to the team that can fix the issue.
  </Card>

  <Card title="Find the transaction" icon="check-circle">
    Match the caller to the order, booking, SKU, pickup, shipment, or reservation before any workflow runs.
  </Card>

  <Card title="Handle exceptions" icon="check-circle">
    Capture return reason, refund expectation, address change, delivery deadline, missing item, or booking constraint.
  </Card>
</CardGroup>

## What DialNexa should capture for Tidy

* Customer name, phone, email, order ID, product SKU, booking ID, store, channel, and location
* Requested action, delivery status, availability question, return reason, refund expectation, and deadline
* VIP status, order value, loyalty status, repeat complaint, and escalation owner
* Transcript link, recording link, DialNexa call ID, payment link, support link, and fulfillment link
* Risk flags for wrong address, damaged item, fraud concern, urgent travel, or no-show risk

## High-value Tidy workflows

<AccordionGroup>
  <Accordion title="VIP customer asks for priority handling">
    For this scenario, DialNexa should treat Tidy as an escalation destination. Send the impact, urgency, affected customer or object, owner, and transcript link so the right team can act before the issue gets colder.
  </Accordion>

  <Accordion title="Abandoned cart caller wants reassurance">
    For this workflow, DialNexa should send Tidy a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Customer asks where an order is">
    For this workflow, DialNexa should send Tidy a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
  </Accordion>

  <Accordion title="Caller wants to change delivery address">
    For this workflow, DialNexa should confirm location details, access notes, timing constraints, and the operational owner before updating Tidy. Low-confidence addresses or risky visits should go to review.
  </Accordion>

  <Accordion title="Damaged item or wrong product is reported">
    DialNexa should write the symptom, expected behavior, actual behavior, affected area, business impact, and evidence links into Tidy. A teammate should be able to triage the issue without replaying the call.
  </Accordion>

  <Accordion title="High-intent buyer asks about availability">
    In Tidy, this should become a revenue handoff with the matched account, buying signal, stage or owner suggestion, objection, and next action. DialNexa should separate real intent from noise before creating tasks.
  </Accordion>

  <Accordion title="Booking needs to be rescheduled">
    DialNexa should capture the preferred time, timezone, owner, promise made, and contact channel before updating Tidy. The receiving team should see exactly why the follow-up exists and what the caller expects next.
  </Accordion>

  <Accordion title="Use create address">
    Use create address only when DialNexa has a matched caller, a clear destination object, and enough call context to justify opening a new commerce record. If the caller is unclear, route to review instead of creating noise.
  </Accordion>

  <Accordion title="Use update address">
    Use update address only when DialNexa has a matched caller, a clear destination object, and enough call context to justify opening a new commerce record. If the caller is unclear, route to review instead of creating noise.
  </Accordion>
</AccordionGroup>

## Workflows that pair Tidy with other integrations

* [Tidy](/integrations/tidy) + [Google Calendar](/integrations/googlecalendar): Google Calendar for booking changes.
* [Tidy](/integrations/tidy) + [HubSpot](/integrations/hubspot): HubSpot for high-value customer context.
* [Tidy](/integrations/tidy) + [Shopify](/integrations/shopify): Shopify for storefront order context.
* [Tidy](/integrations/tidy) + [Gorgias](/integrations/gorgias): Gorgias for ecommerce support tickets.
* [Tidy](/integrations/tidy) + [Stripe](/integrations/stripe): Stripe for payment and refund checks.
* [Tidy](/integrations/tidy) + [Klaviyo](/integrations/klaviyo): Klaviyo for product-specific follow-up.
* [Tidy](/integrations/tidy) + [Slack](/integrations/slack): Slack for operations alerts.

## Implementation notes

* Use the DialNexa call ID as the idempotency key before running Tidy actions.
* Write a short operational summary into Tidy and link to the full transcript or recording for audit.
* Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
* Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

## FAQs

<AccordionGroup>
  <Accordion title="Should DialNexa change orders automatically?">
    Only for low-risk changes with clear identity and policy rules. Address changes, refunds, cancellations, and substitutions often need review.
  </Accordion>

  <Accordion title="What order data should be checked first?">
    Customer match, order ID, fulfillment status, payment status, delivery promise, prior support notes, and return eligibility.
  </Accordion>

  <Accordion title="How should damaged-item calls be handled?">
    Capture item, photo need, damage description, customer expectation, replacement or refund preference, and deadline.
  </Accordion>

  <Accordion title="Can DialNexa recover buying intent?">
    Yes. Route callers who ask about fit, availability, shipping, price, package options, or trust blockers while intent is fresh.
  </Accordion>

  <Accordion title="How should VIP buyers be prioritized?">
    Use order value, loyalty status, subscription status, repeat purchase, account tier, or urgent deadline to route faster.
  </Accordion>

  <Accordion title="What happens after a booking change?">
    Update the booking or calendar, send confirmation, log the reason, and notify operations if capacity or timing is tight.
  </Accordion>
</AccordionGroup>