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{FirstName} This is the lead

company. Please Confirm Your


Address for Your Sample Pack.
Yes
Go to C8
No

{New
Address}

Excellent! Please answer two questions to


customize your order

Are you already sending direct mail for


marketing or sales?
Yes
Are you planning new direct or lumpy
mail campaign within 60 days?
No

Ok. thanks.You sample should


be shipped within 48 hours.
Yes

No
ROLE FUNCTIONS
(THOSE WHO CAN ACCESS THE FUNCTIONS) (CHATBOT Messages Exchanged)

ROLES & ACCESS CONTROL FOOD HUB OPERATION


1 Food Hub Manager DAILY PRODUCT RECIEIPT Grower Name Grower Code Receive Date
2 Food Hub Manager DAILY PACKOUTS Grower Name Grower Code Packout Date
3 Food Hub Manager INVENTORY Product Code Daily Production Daily Shimpment
4a Customer TRUCK REPORT Truck Shipment Date Customer Contact Code
4b Food Hub Manager, and Truck Driver TRUCK REPORT Truck Shipment Date Ship Ticket #

FARM MANAGER & INDEPENDENT


GROWERS
5 Grower / Farm Manager FARM MANAGER / GROWER Farm Manager / Grower NamFarm Manager / Grower Cod Product Date

PRODUCTS
6 CSA Manager, CSA Customer, Food Hub Manager VEGGIE BOX PRODUCTS Veggie Box Date Product Variety Product Code
7 CSA Manager, CSA Customer, Food Hub Manager SPECIALS OF THE DAY Today's Specials Product Variety Product Code
8 Customer, and Sales Manager PRODUCTS AVAILABLE FOR SALE Today's Products Product Variety Product Code

ADMNINISTRATION
9 Office Manager CUSTOMER DIRECTORY Customer Name Customer Code Customer Contact Name
10 Office Manager GROWER DIRECTORY Grower Name Grower Code Contact Name
11 Office Manager TWTTER SETUP Set Up Twitter Account
12 Office Manager CHATBOT SETUP Set CHATBOT Account

SALES
13 Sales Manager, Customer PRODUCT ORDER Customer Code Destination Code Product Variety
14 Sales Manager, Customer, CSA Manager, CSA Customer INVOICE Customer Code Invoice # : Ship Date

NOTES:
CHATBOT to FarmIT CHATBOT TO FARMIT MESSAGE
FarmIT to CHATBOT FARMIT TO CHATBOT MESSAGE

Property of Anil Kapuria, FarmIT.us EXTREMELY CONFIDENTIAL 3 of 56


All Rights Reserved
NINE (9) CHAT ACCOUNTS TO CALL IN: Maximum privacy and security
1 Food Hub Manager Maximum privacy and security
2 Truck Driver Maximum privacy and security
3 Customer Maximum privacy and security
4 Farm Manager / Independent Grower Maximum privacy and security
5 Office Manager Maximum privacy and security
6 Sales Manager Maximum privacy and security
7 CSA Manager Maximum privacy and security
8 Customer Maximum privacy and security
9 CSA Customer Maximum privacy and security

Property of Anil Kapuria, FarmIT.us EXTREMELY CONFIDENTIAL 4 of 56


All Rights Reserved
Product Variety Product Quantity BIN # Receive Ticket # Notes
Product Variety Product Grade #1 Product Qty Product Grade #2Product Qty Product Bulk Grade Product Qty Notes

Driver Name Deliver to Customer Customer DestinationReceived By Notes


Driver Name Deliver to Customer Customer DestinationReceived By Notes

Product Name Product Qty Status Notes

Product Qty Notes


Product Qty Notes
Product Qty Notes

Phone Destination Code Phone Email Zip Code Notes


Phone Phone Email Zip Code Notes

Product Code Product Qty Product Price Notes


Invoice Date Inoiced Product Invoiced Qty Invoiced AmountNotes

Property of Anil Kapuria, FarmIT.us EXTREMELY CONFIDENTIAL 5 of 56


All Rights Reserved
Food Hub Manager

YOU HAVE REACHED <FARMIT CLIENT NAME> PLEASE GIVE


ME YOUR USER ID <USER ID> AND YOUR PERSONAL
<PERSONAL CODE>
YES

HAZ LLEGADO A <FARMIT CLIENT NAME> POR FAVOR


DAME TU USUARIO <USER ID> Y TU CONTRASENIA
<PERSONAL CODE>
NO
13 Sales Manager, Customer
14 Sales Manager, Customer, CSA Manager, CSA Customer
Grower
DAILY PRODUCT RECIEIPT Name Grower Code

GREETINGS <PERSON'S NAME> WOULD YOU


LIKE TO FIND OUT ABOUT DAILY PRODUCT
RECIEIPT FROM A GROWER?
YES

FELICIDADES <PERSON'S NAME> TE


GUSTARIA BUSCAR ALGUN PRODUCTO DE WOULD YOU PLEASE GIVE ME THE
NUESTROS AGRICULTORES? GROWER CODE?

ME PUEDES PROPORCIONAR EL CODIGO


DEL AGRICULTOR?

NO

GREETINGS <PERSON'S NAME>


WOULD YOU LIKE TO FIND OUT ABOUT
DAILY PACKOUT FOR A GROWER?
FELICIDADES <PERSON'S NAME> TE
GUSTARIA BUSCAR ALGUN TIPO DE
PRODUCTO ESPECIAL DE NUESTROS
AGRICULTORES
USER ID <USER ID> AND PERSONAL CODE
<PERSONAL CODE> ARE INCORRECT.

ID DE USUARIO <USER ID> Y CÓDIGO


PERSONAL <PERSONAL CODE> SON
INCORRECTOS.
SALES
Sales Manager, Customer PRODUCT ORDERCustomer Code
Sales Manager, Customer, CSA Manager, CSA Customer INVOICE Customer Code
Receive
Date Product Variety

YES
LET ME KNOW THE RECEIVE DATE FOR THE PRODUCTS WE RECEIVED FROM THE
GROWER <GROWER NAME> WITH GROWER CODE <GROWER CODE>

POR FAVOR DIME LA FECHA DE RECEPCION DE LOS PRODUCTOS QUE RECIBIMOS


DEL AGRICULTOR <GROWER NAME > JUNTO CON EL CODIGO DEL AGRICULTOR
<GROWER CODE >

NO
THE GROWER CODE <GROWER CODE> IS INCORRECT. PLEASE GIVE ME THE
CORRECT GROWER CODE.

EL CODIGO DEL AGRICULTOR <GROWER CODE> ES INCORRECTO. POR FAVOR


DAME EL CODIGO CORRECTO DEL AGRICULTOR
YES
LET ME KNOW THE PACKOUT DATE YOU WOULD LIKE TO KNOW FOR THE
GROWER <GROWER NAME> WITH GROWER CODE <GROWER CODE>

POR FAVOR DIME LA FECHA DE EMPAQUE QUE TE GUSTARIA SABER PARA EL


AGRICULTOR <GROWER NAME> CON EL CODIGO <CODIGO AGRICULTOR>

NO
GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO FIND OUT ABOUT
TODAY'S INVENTORY?

SALUDOS <PERSON'S NAME> ¿QUIERES SABER SOBRE EL INVENTARIO DE HOY?


Destination CodProduct Variety
Invoice # : Ship Date
Product
Quantity BIN #

YES
ON <DATE> FROM <GROWER NAME> OF GROWER CODE <GROWER
CODE> WE RECEIVED <PRODUCT QUANTITY> OF <PRODUCT
VARIETY>
IT HAS BEEN STORED IN BIN <BIN #>
THE RECEIVE TICKET IS <RECEUVE TICKET>
I ALSO SEE A NOTE THAT SAYS: <CONTENTS OF THE NOTE>
NO
EITHER THE DATE YOU HAVE GIVEN IS INCORRECT OR WE HAVE NOT
RECEIVED ANYTHING FROM THE <GROWER NAME>
YES
ON <DATE> FOR <GROWER NAME> OF GROWER CODE <GROWER
CODE> WE PACKED <PRODUCT QTY> OF <PRODUCT GRADE #1>
ON <DATE> FOR <GROWER NAME> OF GROWER CODE <GROWER
CODE> WE PACKED <PRODUCT QTY> OF <PRODUCT GRADE #2>
ON <DATE> FOR <GROWER NAME> OF GROWER CODE <GROWER
CODE> WE PACKED <PRODUCT QTY> OF <BULK GRADE>
I ALSO SEE A NOTE THAT SAYS: <CONTENTS OF THE NOTE>

EN <DATE> PARA <GROWER NAME> DEL GROWER CODE <GROWER


CODE> NOSOTROS EMPAQUETAMOS <PRODUCT QTY> DE <PRODUCT
GRADE # 1>
EN <DATE> PARA <GROWER NAME> DEL GROWER CODE <GROWER
CODE> NOSOTROS EMPAQUETAMOS <PRODUCT QTY> DE <PRODUCT
GRADE # 2>
EN <DATE> PARA <GROWER NAME> DEL GROWER CODE <GROWER
CODE> NOSOTROS EMPAQUETAMOS <PRODUCT QTY> DE <BULK
GRADE>

TAMBIÉN VEO UNA NOTA QUE DICE: <CONTENTS OF THE NOTE>

NO

LET ME KNOW THE PRODUCT CODE FOR WHICH YOU WANT TO KNOW THE
YES INVENTORY

DÉJAME CONOCER EL CÓDIGO DE PRODUCTO PARA EL QUE QUIERES


CONOCER EL INVENTARIO
NO
GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO FIND OUT ABOUT THE
TRUCK REPORT?

SALUDOS <NOMBRE DE LA PERSONA> ¿QUIERES SABER SOBRE EL


INFORME DEL CAMIÓN?
Product Code Product Qty
Invoice Date Inoiced Product
Receive
Ticket #
YES
NO

YES

NO
Product Price
Invoiced Qty
Notes
ON <TODAY'S DATE> FOR <PRODUCT VARIETY> AND <PRODUCT CODE> THE
OPENING INVENTORY WAS <PRODUCT QTY> ; THE PRODUCTION WAS <PRODUCT QTY> ;
THE SHIPMENT WAS <PRODUCT QTY> ; AND THE CLOSING INVENTORY WAS <PRODUCT
QTY>
I ALSO SEE A NOTE THAT SAYS: <CONTENTS OF THE NOTE>

EN <TODAY'S DATE> PARA <PRODUCT VARIETY> Y <PRODUCT CODE> EL


INVENTARIO DE APERTURA FUE <PRODUCT QTY>; LA PRODUCCIÓN FUE <PRODUCT QTY>;
EL ENVÍO FUE <PRODUCT QTY>; Y EL INVENTARIO DE CIERRE FUE <PRODUCT QTY>
TAMBIÉN VEO UNA NOTA QUE DICE: <CONTENTS OF THE NOTE>

WE HAVE NO INVENTORY FOR THE PRODUCT VARIETY <PRODUCT VARIETY> AND PRODUCT
CODE <PRODUCT CODE>

NO TENEMOS INVENTARIO PARA LA VARIEDAD DE PRODUCTOS <PRODUCT VARIETY> Y


CÓDIGO DE PRODUCTO <PRODUCT CODE>

CAN YOU PLEASE GIVE ME THE TRUCK NUMBER <TRUCK NUMBER> AND DATE OF
SHIPMENT <SHIPMENT DATE> ?

¿PUEDE DARME EL NÚMERO DE CAMIÓN <TRUCK NUMBER> Y LA FECHA DE ENVÍO


<SHIPMENT DATE>?
GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO FIND OUT ABOUT VEGGIE BOX FOR CSA
PROGRAM?

SALUDOS <PERSON'S NAME> ¿LE GUSTARÍA SABER SOBRE LA CAJA VEGGIE PARA EL
PROGRAMA CSA?
Notes
Invoiced Amount
YES

NO
YES

NO
Notes
ON <SHIPMENT DATE> ON THE TRUCK <TRUCK NUMBER> HAD THE FOLLOWING SHIPMENTS
<SHIP TICKET #> <DRIVER NAME> <DELIVERED TO CUSTOMER> <CUSTOMER
DESTINATION> AND IT WAS RECEIVED BY <RECEIVED BY>
I HAVE ALSO FOUND SOME NOTES, WHICH READ AS: <NOTES>

EN <SHIPMENT DATE> EN EL CAMIÓN <TRUCK NUMBER> TENÍA LOS SIGUIENTES ENVÍOS


<SHIP TICKET #> <DRIVER'S NAME> <DELIVERED TO CUSTOMER> <CUSTOMER
DESTINATION> Y FUE RECIBIDO POR <RECEIVED BY>
TAMBIÉN HE ENCONTRADO ALGUNAS NOTAS, QUE LEÍAN COMO: <NOTES>

THERE WAS NO SHIPMENT FOUND ON TRUCK NUMBER <TRUCK NUMBER> ON <SHIPMENT DATE>
THERE WAS NO SHIPMENT ON THE DATE; OR THE TRUCK NUMBER OR THHE DATE ARE
INCORRECT

NO SE ENCONTRÓ ENVÍO EN EL NÚMERO DE CAMIÓN <TRUCK NUMBER> EN <SHIP DATE> NO


HABÍA ENVÍO EN LA FECHA; O EL NÚMERO DE CAMIÓN O LA FECHA SON INCORRECTOS
CAN YOU PLEASE GIVE ME THE DATE <VEGGIE BOX DATE> YOU ARE INTERESTED?

¿PUEDES DARME LA FECHA <VEGGIE BOX DATE> ESTÁS INTERESADO?

GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO FIND OUT ABOUT TODAY'S SPECIALS?

SALUDOS <PERSON'S NAME> ¿QUIERES SABER SOBRE LOS ESPECIALES DE HOY?


YES
THE VEGGIE BOX FOR <VEGGIE BOX DATE> HAS THE
FOLLOWING FINE PRODUCTS FOR THE DELIVERY
<PRODUCT VARIETY> <PRODUCT CODE> <PRODUCT
QTY> AND <NOTE ABOUT THIS PRODUCT>

LA CAJA DE VEGGIE PARA <VEGGIE BOX DATE> TIENE LOS


SIGUIENTES PRODUCTOS FINOS PARA LA ENTREGA
<PRODUCT VARIETY> <PRODUCT CODE> <PRODUCT
QTY> Y <NOTE ABOUT THIS PRODUCT>
NO
THERE WAS NO VEGGIE BOX FOR <VEGGIE BOX DATE>

NO HABÍA CAJA VEGGIE PARA <VEGGIE BOX DATE>

YES
TODAY'S SPECIALS <TODAY'S DATE> WE HAVE FOR YOU
ARE:
<PRODUCT VARIETY> <PRODUCT CODE> <PRODUCT
QTY> <PRODUCT PRICE> AND <NOTE ABOUT THIS
PRODUCT>

ESPECIALES DE HOY <TODAY'S DATE> QUE


TENEMOS PARA USTEDES SON:
<PRODUCT VARIETY> <PRODUCT CODE> <PRODUCT
QTY> <PRODUCT PRICE>
Y <NOTE ABOUT THIS PRODUCT>
NO
GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO
PURCHASE?

SALUDOS <PERSON'S NAME> ¿QUIERES SABER SOBRE LOS


ESPECIALES DE HOY?
YES
NO
WE DO NOT HAVE ANY PRODUCT ON SPEICAL TODAY. PLEASE
COME BACK AGAIN.

NO TENEMOS NINGÚN PRODUCTO ESPECIAL HOY. POR FAVOR


VUELVA DE NUEVO.
CAN YOU PLEASE GIVE ME THE <PRODUCT VARIETY> OR <PRODUCT NAME> OR
<PRODUCT CODE> YOU ARE INTERESTED IN BUYING?

¿PUEDE DARME LA <VARIEDAD DE PRODUCTOS> O <NOMBRE DE PRODUCTO>


O <CÓDIGO DE PRODUCTO> LE INTERESA EN LA COMPRA?
YES
HOW MUCH WOULD YOU LIKE TO BUY OF <PRODUCT VARIETY> OR
<PRODUCT NAME> OR <PRODUCT CODE> ?

¿CUÁNTO LE GUSTARÍA COMPRAR DE <VARIEDAD DE PRODUCTO> O


<NOMBRE DEL PRODUCTO> O <CÓDIGO DEL PRODUCTO>?
YES
HOW MUCH WOULD YOU LIKE TO BUY OF <PRODUCT VARIETY> OR <PRODUCT
NAME> OR <PRODUCT CODE> AT OUR SPECIAL PRICE OF "XXXX.XX"?

¿CUÁNTO LE GUSTARÍA COMPRAR DE <VARIEDAD DE PRODUCTO> O <NOMBRE


DEL PRODUCTO> O <CÓDIGO DEL PRODUCTO> A NUESTRO PRECIO
ESPECIAL DE "XXXX.XX"?
YES
WOULD YOU LIKE TO CONFIRM YOUR ORDER OF <PRODUCT VARIETY> OR
<PRODUCT NAME> OR <PRODUCT CODE> AT OUR SPECIAL PRICE OF
"XXXX.XX" FOR THE QUANTITY OF "QQQ.QQ"?

¿LE GUSTARÍA CONFIRMAR SU PEDIDO DE <VARIEDAD DE PRODUCTO> O


<NOMBRE DEL PRODUCTO> O <CÓDIGO DEL PRODUCTO> A NUESTRO PRECIO
ESPECIAL DE "XXXX.XX" POR LA CANTIDAD DE "QQQ.QQ"?
YES
YOUR ORDER FOR <PRODUCT VARIETY> OR <PRODUCT NAME> OR <PRODUCT
CODE> AT OUR SPECIAL PRICE OF "XXXX.XX" FOR THE QUANTITY OF "QQQ.QQ" HAS BEEN
CONFIRMED. IT WILL SENT TO THE <DESTINATION CODE> THAT YOU HAVE PROVIDED
WHEN YOU REGISTERED. WOULD YOU LIKE TO PURCHASE SOMETHING ELSE?

SU PEDIDO DE <VARIEDAD DE PRODUCTOS> O <NOMBRE DE PRODUCTO> O


<CÓDIGO DE PRODUCTO> A NUESTRO PRECIO ESPECIAL DE "XXXX.XX" PARA LA
CANTIDAD DE "QQQ.QQ" SE HA CONFIRMADO. ENVIARÁ AL <CÓDIGO DE DESTINO> QUE
HAS PROPORCIONADO CUANDO SE REGISTRÓ. ¿LE GUSTARÍA COMPRAR ALGO MÁS?
NO
TAHNK YOU FOR SHOPPING WITH US, WE LOOK FORWARD TO
SERVING YOU AGAIN.
Gracias por comprar con nosotros, esperamos servirle de
nuevo.
GREETINGS <PERSON'S NAME> WOULD
YOU LIKE TO PURCHASE?

SALUDOS <PERSON'S NAME> ¿QUIERES


SABER SOBRE LOS ESPECIALES DE HOY?
YES
CAN YOU PLEASE GIVE ME THE <PRODUCT VARIETY> OR <PRODUCT
NAME> OR <PRODUCT CODE> YOU ARE INTERESTED IN BUYING?

¿PUEDE DARME LA <VARIEDAD DE PRODUCTOS> O <NOMBRE DE


PRODUCTO> O <CÓDIGO DE PRODUCTO> LE INTERESA EN LA
COMPRA?
YES
GREETINGS <PERSON'S NAME> WOULD YOU LIKE TO KNOW ABOUT AN
INVOICE?

SALUDOS <PERSON'S NAME> ¿QUIERES SABER ACERCA DE UNA


FACTURA?
YES
HOW MUCH WOULD YOU LIKE TO BUY OF <PRODUCT VARIETY>
OR <PRODUCT NAME> OR <PRODUCT CODE> ?

¿CUÁNTO LE GUSTARÍA COMPRAR DE <VARIEDAD DE


PRODUCTO> O <NOMBRE DEL PRODUCTO> O <CÓDIGO DEL
PRODUCTO>?
YES
CAN YOU PLEASE GIVE ME THE <PRODUCT CODE> AND <INVOICE
#>?

¿PUEDE DARME LA <CÓDIGO DE PRODUCTO> LE INTERESA EN LA


<FACTURA #>?
HOW MUCH WOULD YOU LIKE TO BUY OF <PRODUCT VARIETY> OR <PRODUCT
NAME> OR <PRODUCT CODE> AT OUR SPECIAL PRICE OF "XXXX.XX"?

¿CUÁNTO LE GUSTARÍA COMPRAR DE <VARIEDAD DE PRODUCTO> O <NOMBRE


DEL PRODUCTO> O <CÓDIGO DEL PRODUCTO> A NUESTRO PRECIO
ESPECIAL DE "XXXX.XX"?
YES
SHIP DATE WAS <Ship Date> INVOICE DATE WAS <INVOICE DATE> INVOICED PRODUCT WAS
<INVOICED PRODUCT> INVOICED QUANTITY WAS <INVOICED QTY> AND INVOICED AMOUNT
WAS <INVOICED AMOUNT> ALSO THERE WAS A NOTE <NOTE>

FECHA DE ENVÍO FUE <Fecha de envío> FECHA DE FACTURA FUE <FECHA DE


FACTURA> EL PRODUCTO FACTURADO FUE <PRODUCTO FACTURADO> LA
CANTIDAD FACTURADA FUE <CANTIDAD FACTURADA> Y LA CANTIDAD
FACTURADA FUE <CANTIDAD FACTURADA> TAMBIÉN HABÍA UNA NOTA <NOTA>
WOULD YOU LIKE TO CONFIRM YOUR ORDER OF <PRODUCT VARIETY>
OR <PRODUCT NAME> OR <PRODUCT CODE> AT OUR SPECIAL
PRICE OF "XXXX.XX" FOR THE QUANTITY OF "QQQ.QQ"?

¿LE GUSTARÍA CONFIRMAR SU PEDIDO DE <VARIEDAD DE PRODUCTO>


O <NOMBRE DEL PRODUCTO> O <CÓDIGO DEL PRODUCTO> A
NUESTRO PRECIO ESPECIAL DE "XXXX.XX" POR LA CANTIDAD DE
"QQQ.QQ"?
YES
YOUR ORDER FOR <PRODUCT VARIETY> OR <PRODUCT NAME> OR <PRODUCT
CODE> AT OUR SPECIAL PRICE OF "XXXX.XX" FOR THE QUANTITY OF "QQQ.QQ" HAS
BEEN CONFIRMED. IT WILL SENT TO THE <DESTINATION CODE> THAT YOU HAVE
PROVIDED WHEN YOU REGISTERED. WOULD YOU LIKE TO PURCHASE SOMETHING ELSE?
SU PEDIDO DE <VARIEDAD DE PRODUCTOS> O <NOMBRE DE PRODUCTO> O
<CÓDIGO DE PRODUCTO> A NUESTRO PRECIO ESPECIAL DE "XXXX.XX" PARA LA
CANTIDAD DE "QQQ.QQ" SE HA CONFIRMADO. ENVIARÁ AL <CÓDIGO DE DESTINO>
QUE HAS PROPORCIONADO CUANDO SE REGISTRÓ. ¿LE GUSTARÍA COMPRAR ALGO MÁS?
NO
TAHNK YOU FOR SHOPPING WITH US, WE
LOOK FORWARD TO SERVING YOU AGAIN.

Gracias por comprar con nosotros, esperamos


servirle de nuevo.

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