Business Advisor

Advice from your own figures, ranked by the money at stake, each with a ready action: products to reorder, customers to chase, sales below cost, discounts above the usual share, this month's pace, regular customers who stopped buying, stock that does not sell, best sellers with a thin margin, staff documents and batches about to expire, customers at their credit limit, tills closed short, supplier bills unpaid past their days, and a business losing money. The day's advice goes to the people you pick by email, WhatsApp and notification.

Steps

  1. Open Automation → Business Advisor. Critical advice comes first, then advice and tips; each card shows the money at stake and what it is based on. Use the chips to show one level.
  2. Press the card's action: Create purchase order opens a new purchase order with the vendor's products and quantities; WhatsApp beside a customer opens a polite reminder or a we-miss-you message; Fix the prices and Open and fix open the screen to put it right. Nothing is saved until you save that screen.
  3. Press Let the AI agent work on it (or Ask StartAI why on one card): the Business Advisor agent checks each advice's cause in your records with all of StartAI's tools, says what it found and prepares the purchase orders, price changes, emails or dismissals; each waits for your Confirm.
  4. Snooze 7 days hides an advice for a week; Dismiss hides it for 30 days and asks why, so the advisor learns what matters to you. An acted advice is hidden for 7 days.
  5. Press Recipients and settings to switch the daily message on, set its time and language, how many pieces of advice go out a day, and pick the people: for each one the channels (email, WhatsApp, notification), the lowest level they get and the areas they look after.

Tips

  • Critical advice always goes out, even above the daily number. With nobody picked, the store's admins get it by email and notification. Email needs Outgoing mail (SMTP) in Settings › Email; WhatsApp is sent through the WhatsApp Business API with an approved template, otherwise a ready Send on WhatsApp link is kept.
  • Critical advice that appears during the day, such as a cashier closing the till short again, is sent at once to the people who get critical advice, at most once an hour and never twice for the same advice. Switch off Send critical advice at once in the settings to keep it for the daily message.
  • Every figure is worked out from your own sales, stock, customers, employees and costs, the same figures the BI dashboard, the reorder board and Business health show. With less than two months of sales the advice says it is a first look.
  • Switch on Let the AI agent work on it each morning in the settings: before the advice goes out, the agent works on it as you, its findings go out with the advice and show on this page, and its prepared changes wait for your Confirm in StartAI.
  • Ask StartAI "what should I do today?" and it reads the advisor's advice and can prepare the actions for your Confirm.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Business Advisor module. Learn more

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