Summary
AI Assistant (Beta) is a chat assistant built into the Admin dashboard. It reads your brand's real-time business data to answer questions (revenue, top sellers, customers, points, vouchers, stock) and can configure things for you (change opening hours, create vouchers…). Every change needs your confirmation before the AI runs it.
Where to find it
Click the round green button at the top right of the Admin dashboard (left of the notification bell). The AI Assistant panel opens on the right side of the screen.
1. What's on the screen
Status under the assistant's name: Online (ready) or Responding… (working).
Working on: the brand and number of shops the AI is reading data from.
Ask me about your data: sample questions – click one to send it right away:
Sales & top sellers: this week's revenue, top 5 items, comparison with last week.
Customers & loyalty: RFM segments, voucher ROI, points about to expire.
Stock & purchasing: items running low, recent purchase orders.
Customer lookup: find a customer by phone number, see their points and vouchers.
Have me configure things (labelled WILL RUN): ask the AI to change settings, e.g. Update opening hours, Create a promo voucher.
The Ask or describe a task… box and send button at the bottom.
Header buttons
Clock icon – Conversation history: review past chats, with 2 tabs – Local (saved on this device) and Web (saved in the cloud) – and a search box.
+ – New conversation: start a new chat.
… – More: AI log and Clear all data (deletes your AI chat history; cannot be undone).
» – Close the assistant panel.
2. Ask about your data
Open the AI Assistant.
Click a sample question or type your own question in the box and press Enter.
If the AI asks a follow-up (e.g. which shop), reply, e.g. "Combine all 3 shops".
Read the answer: the AI uses tables, lists and an Insights section.
Click the suggestion buttons under the answer to keep asking, or use thumbs up/down to rate the answer.
Above each answer, cards show what data the AI fetched, with status DONE or FAILED. Click RESULT to see the raw data.
Example questions
"What's today's revenue at my main shop?"
"Top 10 best-selling items this month?"
"How many points and which vouchers does customer 09xxxxxxxx have?"
"Which ingredients are running low?"
"Which voucher has the highest redemption rate?"
3. Ask the AI to configure things
Type a request, e.g. "Create a 20% off voucher for orders over 200k this weekend" or "Change opening hours to 8am–10pm".
The AI drafts the change and asks you to confirm.
Review it carefully, then approve to let the AI run it, or decline to cancel.
The AI never changes data without your confirmation.
4. AI action log
Click … → AI log to see every action the AI has taken. The This conversation tab shows actions in the current chat; All shows everything. Each row shows the action name, result (done, failed, declined), user, time and a View data button. Click Back to conversation to return.
Notes
The AI Assistant is in Beta and can make mistakes. Double-check important figures in Reports.
The AI can only see and act within the permissions of the logged-in account.
The AI Assistant uses your plan's AI quota (Settings → Usage → AiToken) and your General Credit balance.
FAQ
Q: Does the AI Assistant change data on its own?
A: No. Every change needs your confirmation first.
Q: What if the AI gives a wrong answer or shows FAILED?
A: Ask again more specifically (name the shop and time range) or check directly in Reports. Use thumbs down to flag a wrong answer.
Q: Where can I see old conversations?
A: Click the clock icon (Conversation history).
Q: How do I know what the AI did?
A: Click … → AI log.
