The Back Office Insights AI agent pulls sales data from reports in the Back Office and presents it in an easy to read format. Any user who can access reports, such as the Sales Report, can access the AI agent. To give a user access, enable the permission Report access in the Back Office.

Type your question into the text box or choose from buttons displaying common queries. Use the Insights AI agent to quickly find the information you need, plan your sales strategy, and explore possible reasons behind increasing or declining sales.

Accessing the Insights AI agent

The Insights AI agent is available at the top of the Home page in the Back Office.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Home.

Using the Insights AI agent

The Insights AI agent pulls sales data from reports in the Back Office in response to questions asked in the chat. It can also follow up on queries and follow special instructions, and you can view the history of your chats.

Chat

Ask the Insights AI agent questions about your restaurant data using natural language, or choose from suggestion buttons displaying common queries. For example, you could ask the Insights AI agent to find your best performing and worst performing ten items from the previous week.

The AI agent will ask follow-up questions to help you find the exact data you need. Choose from one of its suggestions to respond, or ask a related question. For example, the AI agent may ask if you want to compare this week's data to last week's.

History

View your history with the Insights AI agent by clicking View history on the Home page, or by clicking the clock icon in the chat pop-up window.

The History tab displays the question asked and the date and time of the agent's last response. Click the right-facing arrow to view the chat itself. You can continue with this chat by entering a question in the chat box or by clicking one of the suggestions buttons.

Settings

In the Settings tab, you can enter custom instructions for the AI Insights agent to use when answering sales data questions. For example, you can specify the terminology you want the AI to use, or instruct it to always include gross and net sales.

1. On the Home page, click View history or ask the AI Insights agent a question to open the chat pop-up window.
2. Click the gear wheel icon.
3. Toggle on Enable Custom Instructions.
4. Enter your custom instructions in the text box.
5. Click Save.

Insights AI agent FAQ

We've compiled a list of frequently asked questions about the Insights AI agent, so you can quickly find the answers you need.

• The AI agent supports multiple languages, including English, French, Dutch, German, and Spanish. Ask the AI agent questions in your preferred language.

• Yes, you can view previous conversations with the AI agent by clicking View History on the Home page, or the clock icon in the AI chat box.

• Yes, you can ask as many questions as you need to by continuing to type your questions into the chat box. More detailed questions will enable the AI agent to return more specific data.

• No, the AI agent does not currently pull data from Order Anywhere.

• Use natural language to ask the AI agent your question. Try rewording your request if the AI agent isn't returning the correct data, or use one of the suggestions.

• Any user who can access reports, such as the Sales Report, can access the AI agent. To give a user access, enable the permission Report access in the Back Office.