# Customer preferences and order exceptions for delivery

Example: A customer wants office delivery for a gift. Its regular orders still go to home.

By Righthand Team · 2026-10-22

Source: https://www.righthand.ai/blog/customer-preferences-and-order-exceptions-for-delivery

Use preferences for usual work. Use exceptions for identified orders, and keep their limited scope.

This article is from Righthand. The story and result are illustrative.

## Two records with different meanings

A continuing preference records the usual customer choice.

An order exception is for one identified transaction.

## The customer's situation

A customer wants office delivery for a gift. Its regular orders still go to home.

The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. [Introduction](https://docs.righthand.ai/introduction).

## The request to the Righthand

> Read the supplied preference and gift request.
>
> Prepare an order-specific instruction.
>
> Send permanent preference changes to the owner.
>
> Send the owner the result in this conversation.
>
> Get approval before you change an accepted commitment.

The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.

If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.

## An illustrative result

> The office address is for the gift order. The home preference remains unchanged.

The owner gives approval for the specific delivery and gives a decision about any continuing record change separately.

## Set access and authority for the actual task

Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. [Connections](https://docs.righthand.ai/guides/adding-your-first-connection).

For an external action, identify the recipient and task. **Ask** uses an explicit instruction or approval. Connection tool permissions are another required control. [Communications Policy](https://docs.righthand.ai/security/external-communications).

## Try the difference with one case

1. Give the assistant one example of each source.
2. Include a difference that affects the task.
3. Compare the returned difference with both sources.
4. Make sure that the test recipient receives a permitted message.
5. Examine the work in [Activity](https://docs.righthand.ai/guides/working-with-your-righthand).

A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.

## When another approach is sufficient

A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.

[Compare plans](https://www.righthand.ai/pricing). [Get a Righthand](https://teams.righthand.ai).