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Cafe

Your cafe has plenty of regulars, but nothing records what each one is waiting for.

Rocketly links table requests, coffee subscriptions and bulk office orders from WhatsApp, Instagram DM, Telegram and web forms to a single guest record. Event announcements, loyalty tracking and the barista who owns the request stay on one screen.

Where Regular-Guest Tracking Falls Apart in a Cafe

Table requests, coffee subscriptions and office catering enquiries scatter across WhatsApp, Instagram DM and phone calls, so no shared record shows who picked up which request.

Remaining cups on a monthly coffee subscription live on a paper card or in a barista’s memory; when the card is lost, both the counter and the relationship with the regular disappear.

Live music, tasting and open-mic announcements are rewritten from scratch every time, and nobody can reuse the list of guests who came to the previous event.

Bulk coffee and catering requests from nearby offices stay buried in a chat thread; quantity, delivery time and invoicing details never land in one record, so delivery morning turns hectic.

Nobody measures which announcement actually brought regulars back, so discount and treat decisions are made on instinct and repeat visits go untracked.

Where Table and Order Requests Reach a Cafe

Instagram DM and Story Messages

Guests who see your room and coffee posts usually write by DM: weekend availability, event start time and menu questions. Story replies land in the same conversation.

WhatsApp Business

Most table requests, subscription renewals and corporate catering threads run here; approved template messages carry event and confirmation reminders.

WhatsApp Personal Line

Many cafes still talk to regulars from the owner’s personal number. That line connects too, so messages arriving mid-service stay in one list.

Web Form and Chat Widget

A short form for bulk orders and venue hire; whoever fills it becomes a deal card with an owner attached.

Telegram

Student and community groups reach you on Telegram; recurring meet-ups and table holds appear in the same inbox without opening another app.

Google Business Profile Messages

Guests who find the cafe on the map ask about opening hours, parking and the room; that first contact is captured on a record.

Loyalty, Subscriptions and Table Requests: What Rocketly Runs in Your Cafe

Gather Guest Messages in One Inbox

WhatsApp Business and personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms — the sources your cafe connects appear on one screen. Rocketly supports 12 channel types and the venue decides which to open.

Give the Table Request a Stage

Build your own flow: Request → Availability Check → Confirmed → Guest Arrived → Feedback. The board shows party size, requested time and who confirmed it.

Keep the Subscription Counter on the Record

Hold the coffee package as a custom field on the guest record and update the remaining balance after each use. When the package runs low a task opens and a renewal draft is prepared; sending stays your call.

Segment Regulars and Track Loyalty

RFM segmentation lists guests by recency, frequency and spend fields. You set the threshold that earns a regular tag and collect drifting guests in a separate list.

Plan Live Music and Event Announcements

Split concert, tasting and workshop announcements by segment and schedule them; replies land in the same conversation and attendees join the list for the next event.

Track Bulk Office Orders on the Deal Board

Turn office coffee, meeting catering and opening-day requests into deal cards; quantity, delivery slot, address and invoicing note stay on one card with a named owner.

Corporate Quotes and Invoices

Turn bulk-order line items into a PDF quote, share it through a link, follow view and approval status from the record, and open the invoice from the same card once approved.

AI Reply Drafts and Thread Summaries

AI drafts replies from the menu, opening hours and event programme in your knowledge base and summarizes long corporate threads. Pricing and capacity decisions stay with your team.

Channel and Campaign Reports

With 38 ready-made report types, use your own data to see which channel turns into a booked table and which announcement brings a repeat visit.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

What AI Speeds Up in a Cafe — and What It Never Decides

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Menu and Hours Replies

Produces a reply draft from the menu, opening hours and event programme in your knowledge base; the barista edits it and decides whether to send.

Writes Event Announcement Copy

Drafts segment-appropriate announcements for concerts, tastings and seasonal menus; the venue adds capacity and price details.

Summarizes Corporate Threads

Condenses an office-order conversation that ran for weeks so the next shift sees the context without rereading it.

Never Sets Tables or Prices

AI does not hold capacity, approve discounts or set corporate pricing. Those decisions belong to the floor lead and the owner.

How a Table Request and a Subscription Move Through a Cafe

01 · CONTROLLED HANDOFF

A weekend table request from Instagram

01

A guest replies under a post asking whether there is room for six on Saturday evening; the message lands in the inbox and a guest record opens.

02

AI drafts a reply from opening hours and capacity notes; the floor lead checks the slot, edits the draft and sends it.

03

The record moves to Availability Check, party size and time are written on the card, and an owner is assigned.

04

Once confirmed, the record moves to Confirmed and a reminder is scheduled before the booking, sent with team approval.

05

After the visit the card moves to Guest Arrived and a short feedback message is drafted.

A regular whose coffee subscription is running out

When the remaining balance drops below your threshold the workflow fires and opens a task for the barista.

A renewal draft is prepared; the wording and the send list are approved by the venue.

For guests who renew, the record is updated with the new package and start date.

Guests who do not renew move into the drifting-regular segment and join the next event invitation.

Getting a Friday live-music announcement to the right people

A segment is built from guests who attended earlier concerts and visited within the past month.

AI writes the announcement draft; the owner edits capacity, start time and door price.

The announcement is scheduled and sent after approval; replies gather in the same conversation.

Attendees are tagged and added to the list for the next programme announcement.

Moving an office coffee order to delivery day

A corporate request arrives on WhatsApp; a deal card opens with quantity, delivery slot and address.

Line items are prepared as a quote and shared through a link; view status is followed from the record.

On approval the card moves to Preparation and a task opens for the kitchen and bar team.

A confirmation reminder is scheduled before delivery day, with wording and sending kept under venue control.

After delivery the invoice record is opened and the company joins the follow-up list for the next cycle.

Automations a Cafe Can Build

Use these examples to discuss triggers, owners and review points before configuring your own process.

Greeting a New Table Request

So a first contact during service is never left unowned

1

Trigger: a new conversation starts on one of the connected channels.

2

Condition: if the message mentions a date or party size, a booking tag is applied.

3

Action: the record moves to Availability Check, a floor lead is assigned and a reply draft is prepared.

4

If no confirmation is given within your chosen window, the shift lead is notified.

Subscription Renewal Reminder

So a regular whose coffee package is running out is not overlooked

1

Trigger: the subscription balance field falls below your threshold.

2

Condition: the guest has messaging consent and the package is still active.

3

Action: a renewal draft is prepared and an approval task opens for the barista.

4

If no renewal follows, the record joins the drifting-regular segment.

Post-Event Follow-Up

So a concert guest connects to the next programme

1

Trigger: a record carrying an event tag moves to Guest Arrived.

2

Action: a short feedback message is drafted and queued for team approval.

3

Condition: if the guest replies, the note is saved on the record and the tag updated.

4

Action: the record is added to the invitation list for the next event.

Connections Worth Setting Up for a Cafe

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Table requests, renewal messages and event confirmations

Instagram DM (Meta)

Native connection

First contact from room and coffee posts landing on a guest record

Google Business Profile

Link / manual flow

Map questions and reviews gathered in the same inbox

Google Calendar

Native connection

Event programme and corporate delivery slots synced with the team

Meta Ads

Lead source

Cafe campaign lead-form records arriving with their tag

CSV / Excel Import

One-time import

One-time transfer of an existing regulars and corporate list

Setting Rocketly Up in a Cafe, Step by Step

Use these steps to review your process, responsibilities and permissions before going live.

1

Define branches and team permissions

Create users for the floor lead, baristas and the owner; use role-based access to limit which conversations and reports each one sees.

2

Build the request stages

Name the Request → Availability Check → Confirmed → Guest Arrived → Feedback flow after how the cafe actually works, and open a separate board for corporate orders.

3

Connect the channels

Start with the channel that brings the most messages — usually Instagram DM and WhatsApp — then add the corporate request form and chat widget to your site.

4

Fill the knowledge base and guest fields

Write the menu, opening hours, event programme and common questions. Open custom fields for the subscription package, remaining balance and event tags.

5

Test the first three flows on sample records

Try the table-request greeting, subscription renewal and post-event follow-up; open them to real guest communication only after you approve the wording.

6

Open reports and mark the till boundary

Open channel, segment and event reports. The till, order screen and delivery platforms keep running in parallel; Rocketly is the communication and request layer.

Rocketly Capacity Available to a Cafe

0

Channel types where table and order messages merge

0

Ready templates for loyalty and subscription reminders

0

Report types measuring regulars and campaigns

0

Interface languages for writing to tourist guests

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Questions Cafe Owners Ask Most

Loyalty runs on the guest record and segments: you log visits and subscription data, RFM segmentation lists guests by recency and frequency, and a regular tag is applied at the threshold you choose. AI drafts the campaign copy, while your team decides which segment receives it and when. Stamping points at the till stays in your POS; Rocketly takes the communication and follow-up side.

Yes. The package sits as a custom field on the guest record and you update the remaining balance after each use. When it runs low, the workflow you defined opens a task and prepares a renewal draft; the final wording and the decision to send belong to the barista or the owner. Your till software continues to handle ordering and payment.

Yes. WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox once connected. Rocketly supports 12 channel types in total; which ones you open depends on your account configuration and plan. Every request links to a guest record, so a returning guest arrives with their history attached.

No. The till, order screen and kitchen display stay in your existing software; Rocketly is the guest-communication and request-tracking layer beside them. It does not pull stock or cash data live and it does not process sales. What lives in Rocketly is conversation history, table requests, subscription records, corporate quotes and campaign outcomes, while daily revenue reporting stays on the POS side.

You build a segment from fields such as last visit date, visit frequency, event tag or subscription status. AI writes the announcement as a draft and you edit capacity and timing. The recipient list and the schedule are set with your approval; replies gather in the same conversation and attendees are added to the invitation list for the next event.

Yes. Turn an office coffee, meeting catering or opening-day request into a deal card, prepare the line items in the quote module and share it as a PDF link. View and approval status are followed from the record. An approved quote moves to preparation, a task opens for delivery day, and the invoice record is created from the same card afterwards.

No. AI produces assistive output only: reply drafts from your knowledge base, summaries of long threads and tag suggestions. Menu, pricing, capacity and campaign decisions belong to the business. The final check and the authority to send any outgoing message stay with your team; you can use a draft as is, rewrite it completely or never send it.

Yes. Define a separate team, owner and process board per branch, and use role-based access to limit which user sees which branch conversations. Reports can be read with a branch breakdown, and event or campaign announcements can be aimed only at the guest segment of the relevant venue. Activity history is retained.

Yes. A free plan is available with no time limit and no credit card required. The inbox, guest records and a basic process board are usable on it, while AI, advanced workflows and some channel connections belong to paid plans. The pricing page shows which feature sits on which plan, and you can upgrade later as the cafe gets busier.

Cafe

Put Your Cafe’s Guest Relationships on Record

Keep the request, the owner and the next step in one workspace.

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