Customer experience
Handling members by text or email: the conversational inbox and servicing offline customers
Release Date:
May 12, 2026
Service members who don't want to (or can't) log in — handle their order changes via text/email or directly from your admin.
Before you start: Identify which of your members are "offline-only" — no smartphone, no internet, or just prefer texting. Note their preferred channel.
- Make sure the member is set up like any other: subscription configured, payment method on file, contact info correct.
- When their upcoming-order alert goes out, they can reply by text or email: "Add a stick of butter," "Change two gallons to one going forward," "What's my next pickup?"
- Those replies arrive in your Inbox, tagged by channel.
- For each message, you can:
- Reply directly
- Assign to Farmhand (the virtual assistant) with instructions — for routine policy questions
- Mark resolved
- For customers who don't text or email at all (phone or in-person only): go to Members → [member name] → Subscriptions to edit their recurring orders, or Orders → [order] → Edit to modify a single upcoming order. Add items, change quantities, skip items, issue credits.
✅ Success: a member texts "add a dozen eggs" → it lands in your inbox → you (or Farmhand) update the order → member gets a confirmation text. They never logged in.
⚠️ What to know
- Farmhand answers policy questions; you answer farm-specific ones. The split is "black-and-white vs. vague." If a question requires knowing what's in your fields this moment, it routes to you.
- A member can subscribe, pay, and never log in. As long as you have their card on file and they can reply to alerts (or you manage their orders from admin), they're fully serviceable.
Where to find this update:
Dashboard → Inbox · Members → (per-member) Subscriptions · Orders → (per-order) Edit
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