How to set up AI COO in your first week

Setup takes three steps after you create your workspace: connect data, confirm locations, and configure AI COO. The first brief usually arrives within 24 hours of your first data sync.

Before you start

Registration asks only for your work email. After you confirm it, a short setup asks for your name, your time zone, your workspace defaults, an optional brand website, and a check of your brand. If you stop partway, it reopens on the first question you haven't answered.

Have these to hand:

• Admin access to your POS
• Each store's address and the names of its owners
• Each GM's name, email and mobile number

1. Connect data

A POS is the only requirement. AI COO needs daily sales, orders and labor punches, and the POS has all three. Each store keeps its own POS connection.

Accounting is the recommended next connection, because it lets AI COO work on margin as well as sales. Scheduling, inventory, reviews, advertising and training each add to what AI COO can see, and none of them blocks setup. See the full list on Connections.

2. Confirm locations

Check each store's name, address, brand and owners in Settings > Locations. A store can have several owners, which is common with partners. If no owner is named, the store is treated as run by the company.

Then add GMs. Each GM needs a name, an email and a mobile number. A GM is a delivery contact, not an account: they never sign in. Each one:

• Confirms their email through a link
• Opts into texts themselves, because an owner can't agree to texts on someone else's behalf

Until a GM confirms, their store's lever goes to the owner instead, so nothing is lost while people catch up. One GM can run several stores, and a store can have several GMs.

3. Configure AI COO

AI COO runs one brief per brand. In Edit AI COO choose:

• Stores: which of the brand's stores the brief covers.
• Recipients: Owner only, or Owner + GM. Owners and GMs come from each store's own settings, so you never list people per brief.
• Channels: email, text, or both. Owners and GMs choose separately, so an owner can take email while GMs take texts.
• Schedule: Daily, or Weekly on a day you choose. GMs always stay daily.
• Time: the brief arrives at that hour on each reader's own clock, set in Settings > Profile. A GM's text follows their store's local time.

Delivery is automatic. There is no approval step.

What the first week looks like

Each morning the owner's brief carries at most one lever per store, with the figures behind it. The store's GM gets that same lever, and replies DONE, LATER or WRONG, or asks a question in their own words.

Some mornings the brief says nothing needs you. That is an answer, not a gap. AI COO only raises a lever when a store has moved outside its own normal range and there is something specific to do today.

Pricing is per active location; see Pricing.

General information for restaurant and franchise operators, not legal, tax, accounting or financial advice. Figures in examples are illustrations, not predictions or promises of results. Laws and platform policies change and differ by location, so check the current rules and talk to a qualified advisor about your situation.