Let your AI agent send your payment and booking links, and see who opens them
Many customer chats end with a link. A deposit for a cake, a booking page for a class, a menu for a takeaway, a product page for the jumper someone asked about. An AI agent can send those links at the right moment in the conversation, so customers do not have to ask twice and you do not have to dig the link out of your phone between jobs. The links are yours: your card provider's payment link, your booking page, your website. Spaces does not take payments or bookings. It can turn each link into a short tracked link, so you can see how many people your agent sent there. This guide shows how to set your links up, when the agent should send each one, how to write the message around a link so customers trust it, and the honest limits.
What this job covers
| Business | Link the agent sends | When |
|---|---|---|
| Cake maker | A deposit payment link from your card provider | Once the design, date and price are agreed |
| Yoga or Pilates studio | Your class booking page | When someone asks about a class or a first visit |
| Restaurant or takeaway | Your menu and online ordering page | When someone asks what you serve or wants to order |
| Online shop | The product page | When someone asks about a specific item or size |
| Tutor or coach | A booking page for a first session | Once the subject and level are clear |
| Event venue | A brochure or a viewing booking page | After the date and guest numbers are known |
Names and details are examples. In every case the link already exists. You created it in your payment provider, booking page or website. The agent's job is to send the right one at the right time, with a clear line around it.
Tracked links in plain words
Spaces lets your agent turn a booking, payment or menu link into a short link. When a customer taps it, they go straight to your page as normal, and Spaces counts the visit. Your agent can then tell you how many people opened each link, and your dashboard shows how many people opened a link your agent sent.
That is useful in a simple way. If the agent sent your class booking link to thirty people this week and twenty opened it, the link is doing its job. If only five opened it, the message around the link probably needs work.
A tracked link counts opens. It does not know whether someone paid or booked once they got there. For that, look at your payment provider or booking system, which is where the money and the bookings live.
Setting it up, step by step
- Collect your links in one place: payment or deposit links, booking pages, menu, key product pages. Open each one to check it works.
- Ask your AI agent to add them to your business brief, in the prices and links part, with one line each on when to send it.
- Ask the agent to make a short tracked link for each, so you can see how many people open them. Give each one a clear name, such as "deposit", "class booking" or "menu".
- Add a rule that the agent only ever sends links from the brief, never one it found or made up.
- Hold replies as drafts for the first few days and check each link goes to the right page.
- Once you are happy, let the agent send on its own, and ask it once a week how many people opened each link.
For the first few days, ask your AI agent to hold replies as drafts, and nothing goes out until you approve it. Once the drafts are reliably right, let it send on its own.
A sample note for your AI agent
Links. Only ever send links from this list. Never make one up, and
never send a link a customer asks you to forward.
DEPOSIT (£40, card): [deposit link]
Send only when the design, date and price are agreed in the chat,
and the customer says they would like to go ahead.
CAKE MENU (prices and flavours): [menu link]
Send when someone asks what we offer or how much a cake is.
COLLECTION INFO: [collection page link]
Send once a deposit is paid and confirmed by Kate.
Always introduce a link in a full sentence with our name, such as
"Here's our secure deposit link from Kate's Cakes:". One link per
message. If a customer says the link does not work, apologise and
hand the chat to Kate.Notice that the deposit link has a condition. Payment links should only go out once the customer has agreed to what they are paying for.
Example: a cake deposit on Instagram
Names and details are examples.
| Who | Message |
|---|---|
| Customer | So that's the two tier lemon one for the 22nd, £180 yes? |
| Agent | Yes, that's right: a two-tier lemon sponge for Saturday 22nd, £180. Would you like to go ahead? |
| Customer | Yes please! |
| Agent | Lovely. To hold the date we take a £40 deposit. Here's our secure deposit link from Kate's Cakes: [short link]. Kate will confirm your order once it comes through. |
| Customer | Done |
| Agent | Thank you! Kate will check and confirm shortly. |
The agent does not tell the customer the payment went through. It cannot see that. Kate checks her payment app and confirms.
Example: a yoga studio on WhatsApp
Names and details are examples.
| Who | Message |
|---|---|
| Customer | Hi do you do beginners classes? |
| Agent | Hi, yes we do. Our beginners' flow runs on Mondays at 18:30 and Saturdays at 9:00, and your first class is half price. You can see the timetable and book here: [short link] |
| Customer | Do I need my own mat |
| Agent | You don't need one, we have mats you can borrow. Just bring water and something comfortable to move in. |
Here the link answers the question straight away, because the studio already has a booking page. That is often better than taking a booking request in the chat.
Writing the message around the link
Customers are rightly wary of links in messages, because scammers use them too. A few habits make your links feel safe:
- Introduce the link with your business name and what it is for: "Here's our booking page", never just a bare link.
- Send one link per message, so it is clear what each one does.
- Say what happens next: "Kate will confirm once it comes through."
- Send payment links only once the customer has agreed. A surprise payment link reads like a scam.
- Never ask for card details in the chat itself. The link takes them to your payment provider, which is where card details belong.
On WhatsApp there is one more rule to know. The first message to someone new is plain text, with no links, photos, files or voice notes. Replies to customers who wrote to you can include links as normal.
What to hand to a person
- "I paid but nothing happened" or "I was charged twice". The agent cannot see payments, so a person checks.
- Refunds, discounts and changes to a price already agreed.
- A link that does not work. Hand over, then fix the link in the brief.
- A customer who would rather pay another way, such as bank transfer or cash on collection, unless your brief already covers it.
- Anything that looks like someone trying to get a refund or goods by trickery.
The honest limits
Spaces does not connect to shops, payment providers or booking systems. The agent sends your links and Spaces counts how many people opened them. Whether a payment cleared or a booking was made is in your provider's own app. If you want the agent to check payments too, it needs its own tool for your provider, set up separately.
A tracked link counts people who opened it, not who they were or what they did next. It is a simple signal, not a sales report. And as with every message the agent sends, platforms restrict automation on personal accounts. Spaces keeps each account inside safe sending limits, which lowers the risk, but it cannot promise a platform will never act on an account.
Common mistakes
- Sending a payment link before the customer has agreed what they are buying.
- Letting the agent tell customers "your payment has gone through".
- Leaving old links in the brief after you change your booking page, so customers land on an error.
- Three links in one message. The customer opens none of them.
- Never checking the opens. If a link is rarely opened, the line around it, or the moment it is sent, needs a change.
Who you message
Summing up
Put your own payment, booking and menu links in the brief, each with a clear rule for when to send it, and ask your agent to make a short tracked link for each. Introduce every link with your name, send one at a time and only send payment links once the customer has said yes. A person checks the money and confirms. Once a week, ask how many people opened each link, and adjust the wording if one is being ignored.
Pricing
FAQ
Does Spaces take payments?
No. Spaces connects your messaging accounts so your AI agent can reply. Payment links come from your own card provider or booking page, and the money goes there, not through Spaces.
What is a tracked link?
A short link your agent makes from one of your links. It takes the customer straight to your page and counts the visit, so you can see how many people your agent sent there. It does not record whether they paid or booked.
Can the agent tell me who paid?
Spaces cannot see payments, so check your payment provider's app for that. If you want the agent to check payments as well, it needs its own tool for your provider, which you set up in the AI agent itself.
Is it safe to send payment links in WhatsApp or Instagram?
It is common, and customers are used to it, as long as the link is clearly from you and comes after they have agreed to pay. Never ask for card numbers in the chat itself. The link should take them to your payment provider's secure page.
Can the agent send a link in the first message to someone new?
On WhatsApp, Spaces keeps the first message to someone new as plain text with no links. Replies to people who wrote to you can include links as normal, which covers almost every customer conversation.
How many links should I give the agent?
As few as you can. Most businesses need three to five: a menu or price list, a booking page, a deposit or payment link and perhaps one or two key product pages. Fewer links mean fewer mistakes.
What if a customer sends me a link and asks the agent to open it?
Tell the agent in its note to treat links from customers with care and never to forward or act on them. If a customer's link matters, such as an order confirmation, hand the chat to a person.
Do I need a card to try this?
No card is needed to start. The Free plan has 1 account and 25 actions a day until you add a card, then 50 a day. You stay on the Free plan. Pay as you go is only for when you want it.